america, you are right now betting wealthier. >> if i didn't know better, i would say it is a roaring boom market. >> it feels like a growth, optimistic world. and then you say, what am i missing here? monitoris many is becoming more fashionable. well there are charts if you look at the last four years since the financial crisis. we have seen it around the world. there has been a positive relationship. there is evidence to support the theory. when you see the fed lowering interest rates, it looks for attractive. there has been some of that going on and i hope that lower yields printing this money is going to help spur some groemg. but i buy into that too, broadly. you have financials up 8%. materials and commodity stocks are up. >> and watch on that, because we are focused on the u.s. for a lot of good reasons right now. we have the new chinese government in recent days. you are seeing better data out of asia. some of the demand expected by china is influencing this demand too. does that contribute to all of this? >> totally. i'm sorry for changing the subject but i'm so tired of talk